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Interview: Zeiss SMO president says High-NA EUV ready for mass production, orders booked through 2027
What happened
In an exclusive interview with DIGITIMES, Christoph Hensche, president of Zeiss Semiconductor Manufacturing Optics (SMO), said High-NA EUV is ready for mass production, with orders booked through 2027. The report states that surging AI-driven chip demand has extended order visibility for Zeiss, a key supplier of extreme ultraviolet (EUV) lithography optics; demand for 2026 and 2027 is already clearly defined, and production capacity at Zeiss and some other manufacturers is fully booked for the coming years.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
High-NA EUV lithography opticsextreme ultraviolet (EUV) lithography optics
Zeiss SMO (Zeiss Semiconductor Manufacturing Optics)
EUVHigh-NAorder visibilityAI demandcapacity fully bookedZeiss
Source and time
Source: DigiTimes Asia · 10/18/2026 · View original source
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